We take the time to make sure your plan is suited to your risk tolerance and investment objectives. If you have any questions or concerns, we will handle them in an efficient and timely manner. We take pride in the services we provide. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Insurance products are provided through multiple insurance carriers.
Services
We take the time! We meet with you to assess what is important to you. We develop a strategy for success. We provide you with the knowledge and tools to achieve your financial goals and realize your dreams. We put it in writing. We will review your plan and goals on a regular basis, rebalance your investment portfolio if required and, if necessary, make adjustments to meet your current situation.
Labour Sponsored Investment Funds ("LSIF") have tax credits that are subject to certain conditions and are generally subject to recapture, If shares are redeemed within eight years. Please note that Mutual Fund Representatives in Alberta are not permitted to sell LSIF. An investor proposing to borrow for the purchase of securities should be aware that a purchase with borrowed monies involves greater risk than a purchase using cash resources only.
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